As people age, financial goals change. People often wonder how they can get the money out of their house, or, how to have as low of a monthly payment as possible.

Michelle Moses is joined by Jud Holmes, mortgage broker, to discuss mortgage options tailored specifically for seniors (62+). They discuss everything from reverse mortgages, paying off your house, to the benefits of family opportunity mortgages.

If you have your own business and earn over $50k, you'll want to listen to this episode. Electing an S-Corp tax status for your LLC might save you thousands in taxes.

Michelle Moses, CFP® and Jared Van Arsdale, CPA discuss the complexities and benefits of electing an S-Corp status.

Have you wondered if your estate planning documents are enough? Or, what kind of documents might be best for your situation?

Grant McKeehan Trust & Estate Attorney, joins us to share his experience and expertise about wills, trusts and how to pass your wealth on to your heirs in the most efficient way possible.

Your emotions have more to do with your money than math or any spreadsheet you'll create. Like food, money is deeply tied to our emotions and beliefs.

In this episode, Michelle talks about why you shouldn't just use numbers when making financial decisions. It's often about what's happening in your life, or simply just enjoying life. Listen in to hear how Michelle helps her clients with this topic.

Michelle explains the method behind her "Buckets" approach to spending money in retirement so you can be stress free! She shares actionable steps on how to position yourself to easily transition to retirement and ease your worry while you're there.

Have you ever thought something was unattainable? Today we’re talking about taking steps towards the things you most want in life.

From house flipping ventures to business growth, Michelle Moses shares the beauty of chasing what ignites our souls. Listen in for real-life stories, challenges, and the magic of pursuing what truly matters.

The financial world is expanding and starting to touch our everyday lives. In this episode, we talk about the impact of AI on the financial industry and how it will change how we operate.

Will AI allow us to invest automatically? Will it create more financial products or eliminate the need for financial advisors? Michelle and Andy Woodward talk about advancements in technology and how AI is shaping the way we trade, manage finances, and even manage the real estate market.

From money market accounts to mortgages, and even commercial debt margins, the decisions made by the Federal Reserve can significantly influence our financial lives. Understanding their objectives and how they manipulate interest rates is essential for anyone looking to make informed financial decisions.

Andy Woodward, banking and software expert, joins me to discuss how the Fed's decisions affect most of our financial products and decisions.